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ACATS transfers and joint account updates
Updated
  • Joint account documentation with the full joint_owner field reference and validation rules.
  • Joint accounts now require joint_owner when opening an additional account for an existing user.
New
  • Account Transfers (ACATS) guide for moving a customer’s account in from another broker-dealer.
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Account tokens, webhook updates, Postman corrections, and account contact changes
Updated
  • Webhook documentation, payload, response, deduplication, and event specifications.
  • Expanded API key scope documentation to make permissions and access easier to understand.
  • MCP examples to use dev-mcp-api.tappengine.com.
  • Postman collection documentation: contents, variables, and base URL, including account-scoped token requests.
  • Updated account contact phone number requirements and validation.
New
  • Comprehensive documentation for Account-Scoped Tokens using tappacct_* tokens.
  • Webhook Event Type Reference covering supported webhook events.
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Documentation redesign
New
  • Redesigned documentation with dedicated sections: Get Started, Platform, Guides, API Reference, Changelog, and Resources
  • Two quick start guides: Self-Directed Investing and Wealth Management
  • Platform concept pages covering all core objects (Accounts, Wallets, Trading, Positions, Assets, Webhooks, etc.)
  • Wealth Management documentation (Investor Profile, Risk Assessment, Financial Planning, Portfolios, Insights)
  • Step-by-step integration guides for every workflow
  • Error code reference and glossary
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Initial API release
New
  • Account creation and management (individual, joint, corporate account types)
  • KYC document upload and verification
  • Bank account linking via Plaid
  • ACH deposits and withdrawals
  • Manual bank transfer deposits
  • Trading: market, limit, stop, trailing stop orders
  • Fractional and notional order support
  • Position tracking with P&L
  • Asset search and listing
  • Market data: quotes, bars, snapshots, market status, calendar
  • Webhook event notifications
  • Wealth Management: investor profiles, risk assessments, goals, financial plans, portfolios, auto-invest, DRIP, insights, reports
  • Sandbox environment with simulated trading and funding
  • HTTP Basic Authentication with API Key:Secret
  • Idempotency support for financial operations